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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
926
Arete Wealth Advisors
Illinois
$3.45M +$790K +13,123 +30%
BWM
927
BNC Wealth Management
Oregon
$3.44M +$2.96M +49,123 +613%
VLKIM
928
Van Lanschot Kempen Investment Management
Netherlands
$3.44M -$323K -5,361 -9%
KIA
929
KCM Investment Advisors
California
$3.43M -$787K -13,075 -19%
PGAM
930
Princeton Global Asset Management
New Jersey
$3.42M -$91.1K -1,513 -3%
CBNLCF
931
Cognios Beta Neutral Large Cap Fund
Kansas
$3.42M -$298K -4,945 -8%
IIM
932
Ipswich Investment Management
Massachusetts
$3.41M -$5.42K -90 -0.2%
BBNA
933
Bremer Bank National Association
Minnesota
$3.4M -$226K -3,761 -6%
DI
934
DFPG Investments
Utah
$3.39M +$196K +3,175 +6%
MG
935
Mather Group
Illinois
$3.39M +$104K +1,724 +3%
BHA
936
Beech Hill Advisors
New York
$3.37M -$9.94K -165 -0.3%
CCG
937
Cypress Capital Group
Florida
$3.36M +$533K +8,847 +19%
NRS
938
Neville Rodie & Shaw
New York
$3.36M -$37.6K -625 -1%
IAS
939
Investment Advisory Services
Texas
$3.36M +$72.3K +1,200 +2%
IA
940
IFP Advisors
Florida
$3.36M -$244K -4,046 -7%
WI
941
Wahed Invest
New York
$3.35M +$338K +5,606 +11%
FFWA
942
FRG Family Wealth Advisors
Washington
$3.34M +$16.6K +275 +0.5%
WA
943
Waverly Advisors
Alabama
$3.34M +$620K +10,288 +23%
MRCM
944
M&R Capital Management
New Jersey
$3.34M +$7.47K +124 +0.2%
UBV
945
United Bank (Virginia)
Virginia
$3.34M
SP
946
Symmetry Partners
Connecticut
$3.32M -$206K -3,427 -6%
AGM
947
Alpine Global Management
New York
$3.31M -$112K -1,856 -3%
VNIM
948
Vaughan Nelson Investment Management
Texas
$3.31M -$283K -4,705 -8%
NERM
949
New England Research & Management
Illinois
$3.3M -$212K -3,525 -6%
SFP
950
Shepherd Financial Partners
Massachusetts
$3.3M +$84.7K +1,407 +3%